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Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $604,151 | $91,406+561.0% | $130,070+364.5% | $74,478+711.2% |
| Participation rate | 99.7% | 77.8%+21.9pp | 78.5%+21.2pp | 70.7%+29.0pp |
| Annual return | 34.83% | 23.21%+11.6pp | -137.40%+172.2pp | 34.37%+0.5pp |
| Employer contribution / active EE | $22,138 | $2,565+763.2% | $4,322+412.2% | $2,637+739.6% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,600-100.0% | $347-100.0% |